Thoughtful Investing

Whether we realise it or not, we all bring our personal values to bear in making choices in life.

Castlefield adopts a unique approach to looking after money, reflecting the individual objectives of all kinds of clients - from private individuals and the businesses they own and work for, to the not-for-profit organisations they help to run.

What sets us apart is that we work closely with our clients to help them to define what ‘ethical’ or ‘responsible’ investment means to them. We then interpret the results in practical ways which never ignore the need for real-world financial outcomes.

Our dedicated team is committed to achieving sustainable growth through independence and innovation, respect, responsibility and a highly personalised service. As an employee-owned business, we can ensure that everything we do reflects not only the values we share as co-owners of our own business, but the principles that are important to our clients too.

We call this approach ‘thoughtful investing’.

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Get in touch with our team

We’re available by phone and email, but most of all in person to provide expert advice and assistance.

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The Dorothy Clive Garden Trust Video

Marcus Chilton-Jones, Curator of the Dorothy Clive Garden discusses the history of the garden and...

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CASTLEFIELD NAMED IN NMA TOP 20 ADVISERS

We are delighted to have been named as one of the top 20 financial advice firms for 2021 in the north by New Model Adviser (NMA) for the second successive year.

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